Cyndeo Wealth Partners’s GE Aerospace GE Stock Holding History

Cyndeo Wealth Partners’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Sell	4,559 -83	-2%	-$26K	0.08%	208
2026 Q1	$1.32M	Buy	4,642 +251	+6%	+$78.9K	0.07%	210
2025 Q4	$1.35M	Buy	4,391 +742	+20%	+$223K	0.07%	206
2025 Q3	$1.1M	Sell	3,649 -16	-0.4%	-$4.37K	0.06%	223
2025 Q2	$943K	Buy	3,665 +5	+0.1%	+$1.1K	0.06%	236
2025 Q1	$732K	Buy	3,660 +574	+19%	+$113K	0.05%	250
2024 Q4	$515K	Buy	3,086 +10	+0.3%	+$1.78K	0.03%	295
2024 Q3	$580K	Buy	3,076 +664	+28%	+$113K	0.04%	278
2024 Q2	$383K	Sell	2,412 -649	-21%	-$104K	0.03%	304
2024 Q1	$429K	Sell	3,061 -34	-1%	-$4.01K	0.04%	275
2023 Q4	$315K	Sell	3,095 -316	-9%	-$29.3K	0.03%	308
2023 Q3	$301K	Buy	3,411 +47	+1%	+$4.22K	0.03%	273
2023 Q2	$295K	Sell	3,364 -87	-3%	-$7.04K	0.03%	271
2023 Q1	$263K	Buy	+3,451	New	+$231K	0.03%	280

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cyndeo Wealth Partners's GE Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its GE Aerospace (GE) stake by 1.8% in Q2 2026, selling an estimated $26K and leaving 4,559 shares worth $1.7M. The position accounts for 0.08% of the portfolio, ranked #208.

Cyndeo Wealth Partners first reported a position in GE in Q1 2023 and has held it in 14 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Cyndeo Wealth Partners held 4,559 shares of GE Aerospace worth $1.7M as of Q2 2026.
Cyndeo Wealth Partners sold 83 GE Aerospace shares in Q2 2026, an estimated $26K.
GE Aerospace made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #208 holding.
Cyndeo Wealth Partners first reported a position in GE Aerospace in Q1 2023 and has held it in 14 quarters since.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.